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slides · global inventory

Fraud Exposure

Framework collection for the active corpus filters, with each row opening the slide detail view.

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Matching slides 6,793
Current window 4,321-4,350
Pages 227
Rows per page 30
Framework: Fraud Exposureclear collectionreset all
18 30 60

Framework

4,321-4,350 of 6,793

filter-aware
45
The slide uses red boxes to emphasize the specific data points that were previously disclosed but are now omitted.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
46
The slide uses a table to highlight the outlier status of Kent Island Mechanical compared to other acquisitions.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
49
The slide uses a reverse-chronological table to highlight the reduction in transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
51
Uses red boxes to highlight removed disclosures.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
56
The slide uses a table to demonstrate that fixed-price revenue no longer equals GCR segment revenue in 2024, contradicting historical patterns.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
59
The slide uses a 'before' table and a 'current' narrative to demonstrate a reduction in transparency.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
60
The slide uses a table to bridge reported EBITDA to a more conservative adjusted figure, highlighting specific line items like finance leases and transaction costs.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
61
The slide uses a red-line emphasis to highlight the removal of the 'Non-cash' descriptor in financial reporting.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
62
Spruce Point Capital Management short report slide.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
63
The slide uses a red-background callout style to emphasize the discrepancy between reported and adjusted figures.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
64
The slide uses a 'fraud-exposure' or 'expose_contradiction' logic to challenge company-reported metrics.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Preempt Rebuttal1 hit
65
The slide uses a comparison of 2021 vs 2020 incentive targets to expose a governance concern.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
67
The chart includes an arrow indicating the downward trend of Free Cash Flow despite rising EBITDA.Limbach Holdings, Inc. (LMB) · Spruce Point Capital Management
Research note Short seller Beat · Thesis Headline1 hit
07
This is a classic activist short-seller thesis slide, combining product commoditization arguments with regulatory/safety risk exposure.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Villain Critique1 hit
09
Includes a direct excerpt from a government petition to support the claim of an investigation into executive knowledge.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
10
Uses a direct quote from a legal motion to frame the company's defensive legal strategy as an admission of material weakness.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
14
The slide uses a table format to contrast specific company claims/results with Spruce Point's critical analysis.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
18
The slide uses direct excerpts from an FDA warning letter to build a case against the company's product safety and transparency.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
19
Uses direct excerpts from an FDA Warning Letter to substantiate claims of regulatory non-compliance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
20
Uses direct quotes from an official regulatory document to build a case of negligence.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose ContradictionLoop · The Reveal1 hit
21
The slide uses whistleblower testimony (FE 3) to contradict company claims regarding the device's real-time monitoring capabilities.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
23
Uses legal excerpts to build a narrative of corporate malfeasance.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Expose Contradiction1 hit
27
Uses a table structure to systematically debunk four specific marketing claims.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
28
The slide uses red text to emphasize the sequential list of limitations (First, Second, etc.) within the quoted text.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
31
Uses red boxes to highlight the specific data points being contrasted.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
34
The slide highlights specific text in red to emphasize the FDA's finding of miscalculation.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Thesis Headline1 hit
41
The slide uses direct quotes from an FDA Form 483 to build a case of regulatory negligence.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
42
Uses direct quotes from a legal complaint to build a case of corporate misconduct.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
44
Includes a process diagram from the IPO prospectus with a red box highlight added by the activist.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit
46
Uses red text to emphasize critical phrases in employee quotes.iRhythm Technologies, Inc. (IRTC) · Spruce Point Capital Management
Activist deck Short seller Beat · Problem Statement1 hit